We have assisted our clients in planning for the future for the past 35 years. Our service is designed to help identify our clients’ needs and in exploring the options available, to finish with an intelligent conclusion to addressing those needs.

We continue to work with you to keep the solutions current with the changes in people’s lives and the effects of the financial markets.

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Russ is a man of integrity. He always researches for updated information that works best for my financial goals. When the situation is outside his expertise, he consults others and brings them together for my financial objectives. ... continue reading testimonials